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A product sits within a portfolio and contains a set of related initiatives. Products follow the same structural pattern as portfolios (Overview, Details, Initiatives, Access, and Templates tabs) but are scoped to that specific product.

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Creating a product

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Click ”+ Add a new product”

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Select the parent Portfolio, enter the Product Name, and an optional Description

Click Create to save. Required role Only Portfolio Contributor, Admin, and Super Admin may create or delete products.